TABLEAU TRAINING (LEVEL 1 & 2)

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Tableau (Beginner to Advanced) participants across Mumbai, Kolkata, Bangalore, New Delhi, Gurgaon, Chennai, Hyderabad, Pune, Nasik, Ahmedabad, etc.

Tableau is a data visualization and business intelligence platform that allows users to explore, analyze, and communicate data insights through interactive charts, graphs, and maps.

Overall, Tableau is a powerful and user-friendly data visualization and business intelligence platform that is widely used by professionals who need to work with data.

With the aim of equipping with this Ninja-level power. We have developed a 1-day workshop, which has been conducted at prestigious companies, including PwC, EY, ITC, Coca-Cola, Flipkart, Asian Paints, etc.

Enquiry For Corporate Training +91-9167847797

Tableau (Beginner to Advanced) | Course Outline

Program Name: Tableau – Beginner to Advanced
Software: Tableau 2022.X
Level: Beginner to Advanced
Duration: 16-20 hrs.

Learning Material: Datasets-based case studies, PDF and YouTube videos from our channel for revision

Delivery Style:

Hands-on practice (Demo -> Practice side-by-side).
First, show a demo with the problem statement and solution.
Then, slow down the pace to let people practice along with the Instructor.

Who is this program for?

The course is for first time users of Tableau. They use Excel extensively. Hence, analogies to Excel helpful
– Above average working knowledge of Excel’s Pivot Table & Charts
There should be heavy focus on Practice. This will make them comfortable in their day to day use.
The learners are not Developer. Topics such as Integration with Server, Tableau Products are not very relevant. Additionally, the use of advanced topics such as Hi-level expressions (LoD) should be limited.
Overview of Data Organisation (Structure, Preparation, Joins)

Flow:

Phase 1 – focuses on the navigating through the Interface, fundamentals of creating Visualisation, and key concepts needed to use the data correctly.
Phase 2 – focuses on the deeper customization settings, detailed settings, advanced concepts such as Level of Details (LOD), Advanced Charts.

Note: Advanced Statistical Analysis is not included.

A: Introduction - Working with Tableau

Exploring the GUI & Understanding the useful terms

Side Bar = Data pane & Analytics pane
Dashboard pane
Navigating Tableau
Cards and Shelves,
Sheets (worksheets, dashboards, or stories)
Pages, Filters & Marks
Marks – Color, Size, Label, Detail, Tooltip, Path
“Show Me” feature
Fields – Dimensions & Measures
Green Pills vs Blue Pills (~Fields)
Spatial Data (Lat. & Long.)
Making a Basic Dashboard
Creating Bins and Distributions for Age

B: Practice Case Study - Basics of Tableau Visualisation

An MNC has four divisions – Bikes, Clothing, Accessories, Components. Each of these four divisions have multiple categories of products. The company sells its products globally, and has 600+ customers (retail stores). Each customer is categorised as Gold, Silver or Platinum.
Connect Tableau to various Datasets: Excel, Txt and CSV files
Creating a Customer Segmentation Dashboard
Clustering In Tableau

C: Essential Concepts

Flat files vs. Cross-Tab files
Measures & Dimensions
Continuous & Discrete data
Values axis & Category axis
Granularity

D: Data Blending

What is Data Blending?
Data Blending on Multiple columns
Create Calculated Fields in a Blend
Understanding Types of Joins (LEFT, RIGHT, INNER, and OUTER)
Difference between Relationships vs Joins
Knowing difference between Joining Data vs. Blending Data
Working with Relationships

E: Data Visualization Building Blocks - Deep Dive

Worksheets & Dashboards

Filters:

Creating Filters
Customizing Filters
Filter Actions
Filter Selected Sheets
Filtering Large Dimensions

Filter Types:

Local Filters
Global Filters
Data Source level Filters
Context Filters

Sorting:

Sorting Single Dimension Graphs
Sorting Multi Dimension Graphs
Sorting by Different Measures

Row Shelf & Column Shelf

Marks cards:

Color
Size
Label
Detail
Tooltip
Path

Organising your data:

Using Groups (Static Groups vs. Dynamic Groups)
Creating and Using Hierarchies
Creating a Combined Field
Using Sets

Overview of Calculated Columns

F: Visualizations - Charts (Basic to Intermediate)

Line Charts:

Lines (continuous) charts
Lines (discrete) charts
Dual lines

Bar Charts:

Horizontal bar charts
Stacked bar charts
Side-by-Side bar charts

Text tables

Heat maps

Highlight tables

Symbol maps

Filled Maps

Common Geographical Data Errors

Pie Charts

Treemaps

Circle views

Side-by-Side Circle views

Area Charts:

Area Charts (Continuous)
Area Charts (Discrete)

Combination charts

Scatter Plots

Histogram

Gantt charts

Bullet Charts

Packed bubble charts

G: Visualizations - Charts (Advanced)

Box plot
Waterfall Charts
Funnel Charts
Pareto Charts

H: Tableau Dashboards, Values, Actions

Building Dashboards
Forecasting
Reference Bands
Reference Lines
Sheet Sorter
Show Missing Values
Trend Lines
Handling Null Values
Legend Highlighting
Highlight Actions
Visually Grouping Data
Table Calculations
– Grand Totals, Sub-totals and Changing Aggregation
– Measure Name & Measure Values
Highlight table with Multiple Measures
Hiding Columns
Computing Totals
Formatting
Annotating
Layout Containers
Tiling & floating dashboards
Actions:
– Filter
– Highlight

I: Slicing Your Data by Date

Working with Dates
Using Discrete Date Parts
Create Data Hierarchies
Creating Date Filters
Defining a Fiscal Year
Creating Custom Dates

J: Connection Types

Extract vs. LIVE Connections
Creating Extract
Using and Refreshing Extracts
Incremental Refresh
Why Extracts & Incremental Extracts

K: Saving and Publishing

Packaged Workbooks
Tableau file types:
– TWB (Tableau workbook) vs. TWBX (Packaged Workbooks)
– TDE (Extract)
– TDS vs. TDSX
– TBM (Bookmarks)

L: Calculations and Statistics

Edit in Shelf
Introduction to Calculations
Overview – Statistical Calculations
Calculation Types
Creating Calculated Fields
Using Logic Statements
Type Conversions and Date Calculations
Using Quick Table Calculations
Calculations and Aggregations
Conditional Formatting

M: Practice Case Studies

Cash Flow Analysis (Debits and Credits) of a Banking Company
Expense Analysis of a Banking Company

N: Level of Details Expressions (LOD)

Usage of curly braces
Use of LoD functions – Fixed, Include & Exclude
Case Studies

O: Designing and Building Dashboards

Dashboard Designing
Navigation Buttons
Finalizing KPIs
Dashboard Formatting
Bringing Images and web pages in Tableau
Best Practices in Dashboard Designing
Sizing
Exporting results from Tableau into Powerpoint and Word

P: New Features & Overview of next level topics

Using Parameters for Dynamic Values. E.g. TopN
What if Analysis using parameters
Connecting data from PDF files
Control Charts
Motion Charts
Publishing to Server

FAQs:

What is Tableau?

Tableau is a powerful and user-friendly data visualization and business intelligence platform that is widely used by professionals who need to work with data.

Who typically attends corporate Tableau training?

Corporate Tableau training is typically attended by a variety of professionals, including data analysts, business analysts, data scientists, and other professionals who work with data.

What are the benefits of corporate Tableau training?

There are several benefits to corporate Tableau training. Such as: Improved data visualization skills, Enhanced ability to make data-driven decisions, Increased efficiency & Improved data literacy.

How can I ensure that my employees retain the skills learned in corporate Tableau training?

It’s important to create a supportive environment that encourages your employees to continue learning and practicing their Tableau skills after the training has ended. This can help them retain the skills they learned and continue to improve their ability to effectively explore, analyze, and communicate data insights using the Tableau platform.

What are the prerequisites to learn Tableau?

There are no specific prerequisites to learn Tableau, but having some basic knowledge and skills in such areas can be helpful: Data analysis, Excel skills, Data literacy & Presentation skills.

Enquiry For Corporate Training
+91-9167847797

WHAT STUDENT SAYS

Pre-Training Prep Course Testimonials

It is highly appreciating the way he teaches us. We are a much more comfortable zone to understand since we are in the beginning.

The video and modules illustrated were good with the proper shortcuts mentioned. a great training prep.

This Excel Speed Training was really helpful and informative. Shortcuts were really good to know. Flash Fill. Vlookup and Pivot Table as well. Helped me get to the next level. A big thanks to PwC and Yoda Learning Team for introducing me to this course.

It's short, and concise yet pretty informative, your way of describing things and the edits mentioning the shortcuts on the screen helped me with the learning.

The way these sessions are planned is way more helpful than physical training in the classroom. These are very much helpful.

Now I can easily and efficiently use excel. Also really good and quick coverage Of the topics.

Pre-Training preparation is very crisp and really useful to refresh the formulas for advanced training.

All the concepts were explained very clearly and were easy to understand. The information conveyed was relevant and is really going to be handy.

All the topics were relevant and can be used in day-to-day projects. Very insightful and informative topics were covered.

WHAT STUDENT SAYS

Post-Training Testimonials

It was a superb and 2 ways session. The trainer made it so comfortable and easy for everyone though for almost everyone this is was the very first time to be working on Power BI.

It was excellent!! Very very worthwhile to attend it. Thank you so much, and I hope to have more sessions.

Just excellent. Such detailed explanation and patience, Sir, has no word other than 'excellent.' When training can be tedious, Sir has made the session interactive and not just for the namesake; because it's so exciting and accurate to its name Sir has done justice to the 'advanced excel training.' Kudos!!

The presenter was able to explain all aspects clearly. He was patient and was able to answer all Qs.

The session was great, and the way the trainer told things was convenient and easy to understand.

So far, I have enjoyed the session. It was very informative and exciting. I like the pace that the trainer conducts the session. Looking forward to learning more new and exciting stuff.